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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,076 | $121,677+63.6% | $104,625+90.3% | $158,966+25.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.80% | 465.58%-445.8pp | 340.60%-320.8pp | 302.95%-283.2pp |
| Employer contribution / active EE | $991 | $3,165-68.7% | $2,681-63.0% | $4,762-79.2% |
| Participant deferral / active EE | $1,436 | $4,175-65.6% | $3,738-61.6% | $5,983-76.0% |
| Admin fee / account holder | $145 | $7,777-98.1% | $6,465-97.8% | $11,250-98.7% |